Naples Global Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Naples Global Advisors, LLC
- $1.04 Billion
- Q4 2024
A detailed history of Naples Global Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Naples Global Advisors, LLC holds 11,320 shares of DFUV stock, worth $478,949. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,320
Previous 11,320
-0.0%
Holding current value
$478,949
Previous $471,000
1.7%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio